Elevate Wealth Advisory, Inc Ishares Tr Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Tr stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 1,805 shares of ITA stock, worth $319,918. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,805
Previous 506 256.72%
Holding current value
$319,918
Previous $73.5 Million 275.74%
% of portfolio
0.2%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$144.84 - $159.5 $188,147 - $207,190
1,299 Added 256.72%
1,805 $276 Million
Q2 2024

Aug 12, 2024
SELL
$127.05 - $137.39 $40,274 - $43,552
-317 Reduced 38.52%
506 $66.8 Million
Q1 2024

May 02, 2024
BUY
$119.3 - $131.93 $98,183 - $108,578
823 New
823 $109 Million

Others Institutions Holding ITA

# of Institutions
774
Shares Held
18.7M
Call Options Held
859K
Put Options Held
536K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email